Dynamics CRM to ERP integration news!

If you’ve been a Dynamics CRM or GP partner for a while you have most likely heard of, and probably even used, Scribe Software’s Insight tool for data migration or integration.  They’ve been the go-to solution for many long-time Dynamics partners and for good reason – they really know their stuff!  And, in addition, they…

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Mea Culpa, mea culpa…I’ve been a very bad blogger!

There has been so much information coming out over the past couple of months it seemed like not a day went by that I didn’t say to myself, “I really ought to post something on that!” and yet with my travel schedule and sincere desire to try out this thing they call “work/life balance” and…

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Scribe Advance Training Class

I am very tardy in publishing this. 🙂 Last month I was invited by the fine folks over at Scribe Software to attend their Level 2 Scribe Insight Training program. I have been using Scribe since dirt was formed, but since joining Microsoft 4 years have not used to it for anything other than demo’s…

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CWR Mobility Mobile CRM Client

CWR Mobility has long been the Dynamics CRM client of choice for running on a Windows Mobile device.  Here’s a link to their web site: http://www.cwrmobility.com/ The following excerpt from their web site covers the major features of the mobile application: As a smart client application for field sales and service people, CWR Mobility’s Mobile…

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Ten Digits MobileAccess for Dynamics CRM

Ten Digits and Microsoft announced an alliance right before the Worldwide Partner Conference to provide CRM Mobile clients for both Blackberry and Windows Mobile devices.  Full press release below: http://www.microsoft.com/presspass/press/2008/jul08/07-03MobileBlackberryPR.mspx Here’s the link to the Ten Digits site: http://www.tendigits.com/ MobileAccess® for Dynamics CRM is the company’s latest product line that consists of the MobileAccess Client…

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CRM 4.0 Mobile News

As much as I depend on my laptop to get my work done, I think I value my Windows Mobile device even more.  I can keep abreast of the most critical email and text messaging traffic and convert what would often be wasted time into productive time.  I have all my contacts, appointments, to-do’s and…

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Updating CRM data from Excel.

One of the things my customers LOVE about CRM is the ability to dynamically link CRM to Excel Spreadsheets. The next question is normally if I can update CRM from Excel. One of my local partners, Prosoft Systems Intl, wrote a cool application based in Excel enables bi-directional updating to CRM.  The preview version is…

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Customer Service Example – AWESOME Job by c360 and MSCRM-Addons.com

So often, all I ever hear about from Partners is horror stories about dealing with other partner. I never seem to hear about the good things that happen. This is a story about something VERY good a partner did for another partner and Microsoft. I was recently on a customer call with a partner in…

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Dashboards for Microsoft CRM

While I have seen some VERY nice Dashboards for Microsoft CRM, I thought that Scott over at BridgeBuilder did a killer job with these.  Here is what he wrote to me about the cool dashboards. Here are some of the dashboards that we’ve built into Microsoft CRM. The possibilities are endless and these are intended to…

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Inline Editable Grids

If you have not checked out this blog yet, I would encourage you to. 🙂 The guys over at Ascendix are doing some pretty cool stuff around CRM and commercial real estate. They have also released some of their functionality as a more horizontal solution. Check out their blog for some pretty cool tips around coding…

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